The Fallacy of the CE Mark (Revised Content)

Due to a Notice of Concern issued under s14(2) of the Defamation Act 2005 (NSW) by Oncosil Limited (ASX : OSL), this content has been re-posted without any reference to OSL. Thanks to readers who gave me feedback that the content was useful and should be re-posted in a redacted form. Everyone loves the CE (Conformité…

NRT, ANP, PYC, ACL, OBJ : A Week in Contrast

Last week was a pretty exciting week in Australian life sciences. Quite a bit happened, in fact I struggled to stay on top of it while being on vacation. We’ve seen a couple of good things happen, like PharmAxis, Sirtex recovery, etc. that are real bright spots on the Aussie biotech landscape. We’ve seen some…

The Shock Jock : Market Roundup

You give me a royal pain in the ass, if you want to know the truth. – Holden (J.D. Salinger) When I announced earlier in the week that I would no longer be commenting on HotCopper, I thought that would be the end of the annoying, low-intelligence comments mostly aimed at some degree of personal…

SIRFLOX : OS v PFS

In previous posts I have expressed my opinion that the spectacular pummeling of Sirtex followed by a fairly meteoric rise earlier this week was basically due to the fact that retail investors don’t understand the basics of clinical trials. I do think that Sirtex did a lousy job with communication (this week’s communication exercise was…

The SRX Roller Coaster Continues…

What a remarkable day for Sirtex (ASX: SRX). On the back end of the release of the ASCO abstract for the SIRFLOX study the stock predictably rallied in a way that most $Bn market cap biopharma companies can only dream of. While I think the release is very positive and has some good information, there…

What’s not to love about Sirtex?

I’ll start by saying that I have always liked Sirtex, but then I am one of those weird guys that find radiopharmaceuticals intriguing. They’re like something out of a Marvel comic and I have wasted far too much of my career playing around with radiopharma, one of the most brutal areas of life sciences to actually make money. When…